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Membership Settings TabText Marketing must be activated for this feature to work. Phones - Show previously added phone numbers to be notified. Add a Phone - This field will allow you to enter a…Membership Page Setup · 16 min readWhat settings can I change on the Constituent Portal?n up for a membership. Figure 2 Figure 3 Continuing down the page as shown in Figure 4 below: - You can add a Portal Broadcast Message if desired by typing into the text bo…Managing the Constituent Portal · 8 min readMember Only Documentsthe following fields: - Document Name – Enter what you would like to show as the display name for this document. - Tags – Enter in values that represent the content of the…Membership Only Documents · 3 min readWhat is the Event Settings tab for?You can click on the Information icon ("i" next to the section label shown with the green circle around it below) to get more details about the features in each section. Ti…Creating & Editing Events - Event Pages · 16 min readSimple Donation Page - Donation Page Settingsy the images as Single with one large image with arrows to scroll or show them as Double, Two By Two or Three By Three if you would like more of a gallery display. - Images…Donation Pages · 10 min readDocuments OverviewDocuments can be linked to a specific constituent to store information associated with the constituent…CRM- Documents · 1 min readCan I export documents?Yes, you can export all the documents in your view into a zip file or you can download a specific document. To export all the docu…CRM- Documents · 2 min readMembership Setup Tabce. Formula Price Description – Enter a description for the units and how the formula price is calculated. You can include instructions for how the information should be fi…Membership Page Setup · 18 min readHow do I create/edit a donation page?You can learn more about sharing your donation page in this article "How can I share my donation page online?"…Donation Pages · 2 min readAdvanced Donation Page - Page Designerustomize your donation page by selecting which widgets to include and how they should be styled. The designer will show all the available page widgets on the left column an…Donation Pages · 20 min readMember Profile Page Designerecting which widgets to use, what information they should display and how they should be styled. The designer will show all the available page widgets on the left column an…Member Directory & Emblems · 9 min readCRM Module Overviewuents in the database. The grids are organized like a spreadsheet to show each constituent on a row with columns of data about that constituent. A default view must be crea…Module Guides · 5 min readHow does a P2P participant create and edit their fundraising page?e dropdown list, the name of the P2P campaign they registered for is shown. To begin, the fundraiser will click on Edit Page to edit their personal fundraising page. In the…Supporting P2P Fundraisers · 4 min readPortal Features for Documentse the Last Document was posted and the Total Documents available are shown at the top of the page. If you have authorized it in the Constituent Portal settings, they can cl…Portal Features · 2 min readHow do I enter a general transaction?ation about manually entering a membership, please see this articles: How do I purchase or record a membership on behalf of a constituent? For information about manually en…Entering & Managing Transactions · 13 min readCreating a single-day volunteer eventunteer events. To learn more about creating events, see this article "How do I create a new event?" Event Settings Tab When creating volunteer events, there are a few featu…Volunteer Events · 11 min readInternal Page Viewsed into the software and using the same browser will see the page as shown below. If you can see the grey search bar at the top of the page, this indicates your are viewing…Other Software Functions · 4 min readLinking a Peer to Peer Campaign to an Event Pagehart on Peer-to-Peer Landing Page - Your event page has an option to show goal progress, if you do not wish the goal progress widget to appear on the P2P landing page, set…P2P - Event Pages · 5 min readMember Profile Pagesate name. Preview images for that template will appear on the right, showing different color themes. Once you’ve selected a template, click the blue “Use” button. If you’d…Member Directory & Emblems · 3 min readHow do I add a document?like as another way to categories and label your document. Tags are shown on the Documents grid for filtering and reporting. - Category - An editable list that you can use…CRM- Documents · 2 min read